Strategic Wealth Partners was acquired by Kovitz Investment Group Partners, LLC ("Kovitz"), a registered investment adviser with the SEC on May 1, 2024. Strategic Wealth Partners is now a division of Kovitz and its registered investment adviser. Materials created prior to this date were created by Strategic Wealth Partners and are accurate as of the time of publishing.


Meet your financial specialists.

Mary Berman

Client Service Associate

With a passion for developing relationships and a background in accounting, Mary takes great pride in her role as a Client Service Associate. She is responsible for supporting SWP Wealth Advisors in all aspects of client service, including the setup and maintenance of accounts, and completion of paperwork processing. Her goal is to ensure that each client receives premier service.

Mary appreciates SWP’s philosophy and approach to client service. She understands that client relationships are not one time transactions, but rather, an ongoing process. She collaborates with other SWP team members to understand and address each client’s unique needs. Serving as a resource for clients and finding solutions to their inquiries is one of the most rewarding aspects of her position.

Away from the office, Mary enjoys playing tennis, exploring different dining options, wine tasting, and visiting her children. She has been active in many charities, organizations, and clubs over the years.


BS in Accounting, Indiana University-Purdue University Indianapolis

Office Location

Deerfield, IL